We are live on ! Find out more
WTW icon

Willis Towers Watson

389 hedge funds and large institutions have $16.4B invested in Willis Towers Watson in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $15.8B → $16.4B (+$649M)

4% less funds holding

Funds holding: 404389 (-15)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 186

74% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $24.1M

Holders
389
Holders Change
-15
Holders Change %
-3.71%
% of All Funds
10.38%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
40
Increased
102
Reduced
186
Closed
51
Calls
$6.37M
Puts
$24.1M
Net Calls
-$17.8M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$138M -$2.78M -22,341 -2%
BIP
27
Brandes Investment Partners
California
$137M -$1.27M -10,221 -1%
SOMRS
28
State of Michigan Retirement System
Michigan
$137M -$21.8M -174,800 -15%
BFA
29
BlackRock Fund Advisors
California
$129M -$1.66M -13,342 -1%
BG
30
BlackRock Group
United Kingdom
$128M +$1.56M +12,535 +1%
Goldman Sachs
31
Goldman Sachs
New York
$127M +$3.66M +29,369 +3%
Franklin Resources
32
Franklin Resources
California
$126M -$5.92M -47,594 -5%
VFA
33
Virtus Fund Advisers
Connecticut
$124M -$18.3M -147,402 -14%
HCM
34
Highline Capital Management
New York
$118M -$22.4M -179,900 -17%
TCM
35
Tran Capital Management
California
$117M -$33.2M -266,992 -23%
SCM
36
Sterling Capital Management
North Carolina
$116M -$6.32M -50,762 -5%
SI
37
Scharf Investments
California
$114M +$49.5M +397,606 +86%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$113M -$5.48M -43,982 -5%
CCP
39
Clarkston Capital Partners
Michigan
$113M +$10.9M +87,498 +12%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$101M -$3.82M -30,648 -4%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$98.6M +$46.6M +374,308 +102%
Ameriprise
42
Ameriprise
Minnesota
$94.1M -$6.86M -55,104 -7%
Fidelity International
43
Fidelity International
Bermuda
$92.2M
UOC
44
UBS O'Connor
Illinois
$82.6M +$6.29M +50,564 +9%
Mawer Investment Management
45
Mawer Investment Management
Alberta, Canada
$82.3M +$4.01M +32,226 +5%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$76.9M -$8.49M -68,229 -11%
VM
47
Valinor Management
New York
$76.2M -$5.93M -47,620 -8%
BAMCO Inc
48
BAMCO Inc
New York
$76.2M -$7.98M -64,110 -10%
IIM
49
Ivory Investment Management
New York
$70M -$836K -6,715 -1%
NSCM
50
New South Capital Management
Tennessee
$64.7M +$914K +7,339 +2%